Keystone Advisors · 1 day ago
Client Services Junior Analyst
Houston, TX
Full-time
Onsite
Entry Level
1+ years expKeystone Advisors is a fast-growing, data-driven healthcare technology organization seeking a motivated Client Services Junior Analyst to support their Client Services vertical. The role involves ensuring exceptional client support, accurate service execution, and continuous improvement of client-facing processes while collaborating with internal teams.
Health CareHealth InsuranceInsuranceProfessional Services
Responsibilities
Support day-to-day client interactions and service requests under the guidance of Client Services leadership
Manage inbound and outbound client communications via email, phone, and internal platforms
Ensure timely follow-ups, accurate documentation, and professional communication with clients
Track client inquiries, issues, and resolutions in CRM and internal systems
Support client onboarding, ongoing service delivery, and issue resolution workflows
Assist with scheduling, documentation, and status updates related to client accounts
Collaborate with internal teams (Operations, Data, Product, and Compliance) to resolve client needs efficiently
Monitor service-level expectations and proactively escalate risks, delays, or issues
Maintain accurate records of client interactions, service metrics, and operational data
Assist in preparing reports and summaries related to: Client activity, Service performance, Common issues and trends
Validate data accuracy and completeness across all client-facing systems
Document client service workflows, FAQs, and standard operating procedures (SOPs)
Identify recurring issues or inefficiencies and surface data-backed improvement opportunities
Support the creation and maintenance of client-facing materials such as guides, templates, and knowledge-base content
Partner with internal teams to understand client needs and translate them into actionable tasks
Participate in team meetings, retrospectives, and operational reviews
Contribute analytical insights on how client feedback and service data inform product, service, and operational decisions
Qualification
Required
Bachelor's degree in Business, Analytics, Communications, Healthcare Administration, Operations, or a related field
Strong written and verbal communication skills
High attention to detail with strong organizational and analytical skills
Comfort working with spreadsheets, documents, and basic reporting tools (Excel or Google Sheets)
Ability to manage multiple priorities in a fast-paced environment
Professional, client-first mindset with a strong sense of ownership and accountability
Preferred
1–2 years of experience in client services, operations, analytics, or a healthcare-related environment
Familiarity with CRM tools (Salesforce or similar)
Interest in healthcare technology, diagnostics, or operational analytics
Experience documenting processes or supporting data-driven service teams
Benefits
Ongoing mentorship from Client Services and Operations leaders.
Company
Keystone Advisors
At Keystone Advisors, we believe that progress starts with change.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Rodriguez
Chief Operating Officer
Recent News
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